Daniel S. Lancaster

THE WEALTH EXPEDITION

LITTLE ELM, TX

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CRD#: 6108780

Professional summary

Daniel Scott Lancaster is a registered financial advisor currently at THE WEALTH EXPEDITION located in Little Elm, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Lancaster's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2025 - Present

THE WEALTH EXPEDITION

RIA

CRD#: 336109

LITTLE ELM, TX

Past

July 6, 2021 - May 28, 2024

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

August 29, 2014 - June 15, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Bentonville, AR

Past

August 29, 2014 - June 15, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Bentonville, AR

Past

October 5, 2013 - September 5, 2014

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BENTONVILLE, AR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/4/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/2013

General Securities Representative Examination

Current Firm

THE WEALTH EXPEDITION

LANCITY ENTERPRISES, LLC | THE WEALTH EXPEDITION

CRD#: 336109 / SEC#:

Texas

Registered Investment Advisory firm - (6/26/2025 Approved)

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Contact information

Main Address

Little Elm, TX

Mailing Address

5570 Fm 423 Suite 250 #2098, Frisco, TX 75036

Phone number

(479) 619-7507

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel S. Lancaster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Lancaster's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE WEALTH EXPEDITION

FISHER INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2014

SIE

Date: 10/1/2018

Series 7

Date: 10/5/2013

Current Firm

THE WEALTH EXPEDITION

Contact information

Documents

Red Flags

Company Information

THE WEALTH EXPEDITION

TRUST BUT VERIFY

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